+236.7%
INTU vs RBA
+207.2%
+29.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +0.1% | +1.7% | -1.7% | -0.6% |
| 30D | +10.1% | +8.3% | +1.7% | +6.9% |
| 3M | -4.2% | +10.5% | -14.7% | -7.6% |
| 6M | -7.2% | -5.9% | -1.4% | -6.2% |
| YTD | -47.7% | -6.9% | -40.8% | -47.2% |
| 1Y | -46.7% | -4.9% | -41.8% | -46.6% |
| 3Y | -34.1% | +64.5% | -98.5% | -47.0% |
| 5Y | -43.3% | +46.1% | -89.4% | -53.8% |
| All | +236.7% | +207.2% | +29.6% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling